The Nasdaq has roared back to the 20,000 level, marking a historic milestone and showcasing the strength of the current U.S. stock market rally. AI stocks, tech giants, and cooling inflation data are all fueling optimism — but can this momentum last? Let’s break it down. 🚀 What’s Driving the Rally? Several strong forces are behind the Nasdaq’s surge: AI boom: Nvidia, AMD, Broadcom, and other chipmakers are pushing higher on explosive demand Cooling inflation: Latest CPI data has raised hopes for rate cuts by the Fed in the second half of 2025 Strong earnings: Mega-cap tech firms have posted solid results, beating expectations Investor FOMO: Momentum buyers and retail investors are rushing back in Healthy labor market: The U.S. economy continues to show resilience, even with high rates This
$Uber(UBER)$$Serve Robotics Inc.(SERV)$$Lyft, Inc.(LYFT)$ 🤖🚀📈 Uber: Autonomous Leap to Premium Valuation 📈🚀🤖 27 Jun 25, 🇳🇿 NZST Uber is moving beyond ride-hail into a data-rich logistics and autonomy platform. Free cash flow is positive, delivery robots are scaling, and institutional money is positioning for a clean print above 100. Each pillar of this thesis, financial strength, technical momentum, capital flow, and autonomous executio is reinforcing the others. 📊 Financial Pivot Uber’s Q1 numbers confirm the shift from growth-at-all-costs to disciplined profitability. • Revenue 11.53 B USD | Net profit 1.78 B • Free cash flow positive for the first time in fo
$Quantumscape Corp.(QS)$ 🤖🚀⚡ Uncoiling the Cobra, QuantumScape’s Solid-State Rebirth ⚡🚀🤖 27 Jun 25, 🇳🇿 NZ Time Cobra has leapt off the lab bench into live production, and $QS is ripping as proof replaces promise. I’m already up on my starter lot, lining up adds while shorts scramble to find an exit. I bought $QS at $6.63 just before the open; latest print is $6.96, leaving me up 4.69 %. Liquidity is stacked on the bid, size is scarce on the offer, and I see shorts beginning to lift as the book thins. This isn’t a scalp, it’s a directional bet on the first hard proof that solid-state science is graduating to factory cadence. Cobra Redefines Manufacturing Economics On 24 Jun management confirmed the Cobra separator has moved from lab scale to baseline
$Madrigal Pharmaceuticals(MDGL)$$Vaxcyte, Inc.(PCVX)$ 🚨💊🔥 Perfect MASH Buyout Candidate, $MDGL Cash Machine in Plain Sight 🔥💊🚨 27 Jun 25, 🇳🇿 NZ Time I first mapped a $25 B 2030 revenue path for $MDGL back in March, well before today’s tape caught up. Price is now up 5.94 % on volume acceleration, a classic tell that smart money is leaning in. My conviction then and now rests on a deep dive into Rezdiffra’s market potential and an early read of technical momentum the street missed. 💡 Technical Read, Momentum Building Last print $294.12, rebound from the $265 low with buy-side volume expanding. MA5 285.78, MA10 292.43, MA20 311.07, MA30 313.88; today’s first close above the 10 day line signals short term b
H1 Recap: Which Opportunities Do You Regret Missing the Most?
We’re already halfway through the year! Let’s review the key investment opportunities from the first half of the year based on risk, difficulty, and return.Did you catch any of them or did they slip through your fingers?1. Market indices after the tariff-triggered crashDifficulty: ⭐️ Risk: ⭐️ Return: ⭐️⭐️⭐️⭐️⭐️On April 7, following the tariff announcement, nearly all asset classes dropped. $NASDAQ(.IXIC)$ fell to around 14,000 but has since rebounded to over 20,000. If you bought the S&P 500 instead, it also climbed back close to its all-time high.2. $NVIDIA(NVDA)$ after DeepSeek-fueled selloffDifficulty: ⭐️⭐️ Risk: ⭐️⭐️ Return: ⭐️⭐️⭐️⭐️After DeepSeek went viral, the market began doubting AI demand.
$Coinbase Global, Inc.(COIN)$$Circle Internet Corp.(CRCL)$ 🇺🇸🌟🌟 Washington’s GENIUS Act has stripped away the biggest regulatory cloud over crypto, and Coinbase is ripping higher on a tide of fresh volume, 27Jun25, 🇳🇿NZ Time 🤖🚀⚡ Coinbase Fibonacci Flight Plan, $400 Beacon ⚡🚀🤖 📰 Regulatory lift-off The Senate’s GENIUS Act finally gives stablecoins a federal rule book, triggering a broad rotation into compliant crypto rails. Coinbase jumped double digits on the news as traders repriced legal risk. Meanwhile, management is quietly courting the SEC to green light tokenised equities, a move that could unlock 24/7 stock trading and a brand new fee stream. 🔥 Fundamental thrust • USDC engine, Circle paid Coinbas
$Invesco QQQ(QQQ)$$SPDR S&P 500 ETF Trust(SPY)$$Nasdaq 100 Covered Call & Growth ETF(QYLG)$$NEOS Nasdaq 100 High Income ETF(QQQI)$ 🔥🚀🌟 Nasdaq 20,000 breakout, the CTA standoff, July tail wind, and the income weapon QQQI 🎯⚡💥 📰 Macro setup, CTAs on pause while Nasdaq soars A new high never whispers. When price rockets while systematic giants stand aside, opportunity and risk blur into the same candle. I unpack why the 20,000 milestone feels different, how July’s famous tail wind could amplify the move, and where high income Nasdaq exposure like QQQI fits into a trader’s playbook. 📈 Introduction, price s
BIG TECH WEEKLY | NVDA To $6T? Tech FOMO Gets Louder; Robotaxi Faces Mixed Signals
Big-Tech’s PerformanceWeek Macro Highlights: Diverging Markets Amid Peace; Is the Fed Splitting Too?The Israel-Iran conflict appears to have reached a temporary conclusion this week. Although the U.S. launched strikes on three Iranian nuclear facilities, escalating tensions, a ceasefire was soon reached between Israel and Iran, easing market concerns. U.S. equities showed divergence: while the Nasdaq 100, driven by tech stocks, hit new highs, the Dow Jones, with its traditional energy sector heavyweights, remained below its peak.Fed Chair Jerome Powell is facing off directly with Trump. Regardless of Trump's accusations that he's acting “too late,” Powell remained unmoved on rate cuts. In his congressional testimony this week, he emphasized a reluctance to “take the blame” and expressed co
H1 2025 Markets Review: The Truth and Risks Behind the “V-Shaped Rebound”
As the first half of 2025 draws to a close, the global economic landscape has undergone profound changes, and capital markets have experienced intense turbulence under the impact of multiple variables. From the rekindling of trade wars triggered by U.S. tariff policies, to the growing divergence in central bank monetary policies, and the escalation of geopolitical tensions in the Middle East, a series of major events have not only deeply influenced asset prices but also left several unresolved issues that will shape the trajectory of the market in the second half of the year. Faced with growing economic challenges ahead, investors are reassessing the balance between risk and reward. This article takes the U.S. stock market as an example to review the performance of capital markets and macr
SPX All Time High Eight Shifts Shaping Portfolios in 2025
$S&P 500(.SPX)$$MSCI Inc(MSCI)$ Markets have undergone a strategic transformation. Gone are the days when Fed policy, U.S. mega-cap dominance, and passive equity allocations alone dictated returns. The first quarter of 2025 has introduced a more complex landscape—one defined by global recalibration, geopolitical disruption, and rapid sector rotation. As investors, the key to navigating this terrain is agility: recognizing the early signals of change and adapting portfolios to capture emerging opportunities while managing risk. Here’s a breakdown of the eight biggest themes shaping the market playbook today—and the ETFs best positioned to help you express those views. 1. Trade Policy Risk Is Back on t
$CMON(01792)$ Could CMON Be the Next Pop Mart? CMON Limited, headquartered in Singapore, is a publicly listed company on the Hong Kong Stock Exchange, specializing in the design, development, and sale of board games, tabletop games, miniatures, and graphic novels. Its business model focuses on: Product Development and Publishing: CMON creates and publishes proprietary and licensed tabletop games, including board games and miniature war games. It designs products for hobbyists and gamers, targeting niche markets with high engagement. Global Distribution: The company operates across North America, South America, Europe, Asia, and Oceania, selling through multiple channels: Crowdfunding Platforms: CMON heavily utilizes Kickstarter to fund and marke
Uber Opportunities With Pony.ai Potential Acquisition Despite Tesla Robotaxi Launch
We have heard the news that $Uber(UBER)$ might be participating in the acquisition of Pony.ai. If Uber were to acquire $Pony AI Inc(PONY)$ , it could significantly enhance its position in the EV and autonomous mobility space, but with a twist. Pony.ai is not just another EV company; it’s a leader in autonomous driving technology, with a focus on scalable Robotaxi deployment. Uber has already partnered with Pony.ai to integrate its autonomous vehicles into the Uber platform, starting in the Middle East and expanding globally. This partnership alone signals Uber’s intent to re-enter the autonomous race after previously selling its self-driving unit to Aurora. Now, if Uber moves from partner to owner, especi
"Almost There" Stocks Near Records Amid Cautious Optimism
Markets Edge Higher, But Miss Record Highs The major U.S. stock indexes flirted with record territory on Thursday but couldn't quite seal the deal: Index Daily Gain Notable: $S&P 500(.SPX)$ +0.8% 2nd highest close in history. $NASDAQ(.IXIC)$ +1.0% Briefly broke its record intraday. Dow Jones Industrial Average +0.9% Led by industrials and financials Despite the last-minute pullback, June has been a strong month for equities: S&P 500: +3.9% Nasdaq: +5.5% $NVIDIA(NVDA)$$Tesla Motors(TSLA)$$Circle Internet Corp.(CRCL)$ Dow: +2.6% This builds on May’s powerful rebound, th
Micron’s Breakout Quarter: A Turning Point for the Semiconductor Cycle?
$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) delivered a blowout fiscal Q3 earnings report on June 25, 2025, one that has the potential to mark a major turning point—not just for the company, but possibly for the entire memory chip industry. For months, Micron bulls had been anticipating a resurgence in end-market demand, but actual data had remained mixed. That changed this week. Following the report, Micron stock rose several percentage points in after-hours trading, rewarding patient investors. The earnings came in well above expectations, and guidance for the next quarter was even stronger. But more than the numbers, the commentary from management signals that the worst may truly be behind us—and that Micron is set to capitalize on str
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas - Yesterday closed at 2.66, looks rather bullish and she may likely continue to trend higher! With 10 years treasury yield turning weaker, reit may likely benefit! Pls dyodd. CapitaLand Ascendas REIT - The dividend gapped has more or less covered if you add back the 6.47 cents dividend plus current price of 2.63. Nice Free dividend! Chart wise, she is rising up to retest 2.66. A nice breakout smoothly plus good volume we may see her rising up further towards 2.70 than 2.75 and above! First Half results should be out in July/August. Remaining dpu of about 1+ cents after deducting the advance DPU payout of 6.47 cents. Nor a call to buy or sell! Pls dyodd. https://sporeshare.blogsp
🎯 Hongkong IPOs on Fire, Use CBA to Trade HKEX Top CN Brokers
Hey fellow SG Tigers! 🤝Since 2025, the Hong Kong stock market has been nothing short of a whirlwind of excitement and prosperity. See the bottom we have a strong tool to enpower your trades on HKEX and Northbond Ashares. Let's dive into the highlights of HK bull stock markets together!I. Significant Index Gains, Tech and Biotech Leading the ChargeAs of June 26, 2025:The $HSI(HSI)$ has surged by 23.5%.The $HSTECH(HSTECH)$ has climbed by 27.5%.The $HUITIANFU HANG SENG BIOTECHNOLOGY TRADING OPEN ENDED INDEX SECURITIES INVESTMENT FUND (QDII)(513280)$ has soared by over 48%.Data as of June 25th 2025Tech stocks, riding the wave of accelerated AI applications, have s
Why AeroVironment Could Be a High-Reward Opportunity
$AeroVironment(AVAV)$ just caught my attention—and here’s why I believe it’s shaping up as one of the more exciting stocks to watch right now. With institutional investors buying quietly, AVAV is building a solid base before the bigger move. That steady support behind the scenes could make any future breakout more reliable. Q4 saw an astounding +274% YoY in EPS and +40% YoY in revenues. While recent EPS momentum decelerated slightly (77 EPS Rating), the growth trajectory remains strong and validates the current technical breakout. AVAV Daily Chart Among peers like $Heico(HEI)$ and $Espey Manufacturing & Electronics(ESP)$, AeroVironment ranks 6th in its group—a